Elite Relationship Manager Kotak Securities

0.0 years

0 Lacs

Bengaluru, Karnataka, India

On-site

Job Role Onboarding and managing (new/existing) HNI & UHNI customers with the help of an integrated plan to address wealth creation and wealth preservation of Kotak Securities private client customers achieved through an exhaustive product and engagement proposition which includes growing their assets across Mutual funds, PMS/AIF Strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Job Requirement Relevant experience in a acquiring and managing HNI & UHNI customers. Should be good in Communication & Presentation skills. Should be a self Starter, Proactive & target oriented. Should posses strong networking & Relationship building skills. Show more Show less

Posted 4 days ago

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Elite Sales Manager Kotak Securities

0.0 years

0 Lacs

Ahmedabad, Gujarat, India

On-site

Job Role Onboarding and managing (new/existing) HNI & UHNI customers with the help of an integrated plan to address wealth creation and wealth preservation of Kotak Securities private client customers achieved through an exhaustive product and engagement proposition which includes growing their assets across Mutual funds, PMS/AIF Strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry, Job Requirement Relevant experience in a acquiring and managing HNI & UHNI customers. Should be good in Communication & Presentation skills. Should be a self Starter, Proactive & target oriented. Should posses strong networking & Relationship building skills. Show more Show less

Posted 4 days ago

Apply

Elite Relationship Manager Kotak Securities

0.0 years

0 Lacs

Hyderabad, Telangana, India

On-site

Job Role Onboarding and managing (new/existing) HNI & UHNI customers with the help of an integrated plan to address wealth creation and wealth preservation of Kotak Securities private client customers achieved through an exhaustive product and engagement proposition which includes growing their assets across Mutual funds, PMS/AIF Strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry, Job Requirement Relevant experience in a acquiring and managing HNI & UHNI customers. Should be good in Communication & Presentation skills. Should be a self Starter, Proactive & target oriented. Should posses strong networking & Relationship building skills. Show more Show less

Posted 4 days ago

Apply

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